AI demand surges again! CoreWeave (CRWV.US) and Nebius (NBIS.US) both raise prices for their computing power services

According to Golden Ten Data, AI cloud infrastructure provider CoreWeave (CRWV.US), supported by NVIDIA, stated that since June 30, 2026, the company has continued to sign new computing capacity contracts at higher prices, including short-term agreements signed in the third quarter. It is reported that in the third quarter of 2026, CoreWeave has signed contracts with customers for terms of approximately 3 to 6 months, priced at about $40 million per megawatt. This price is calculated based on the ratio of annualized revenue to the electricity required to operate the relevant clusters. CoreWeave also reiterated that the company added over $25 billion in new net customer commitments at the beginning of the third quarter, which are not included in the revenue backlog as of June 30. As of August 11, the company's total contracted power capacity increased to approximately 4.2 gigawatts, up from about 3.7 gigawatts as of June 30.